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TransUnion

392 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $28.2M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.07B)

0.14% more ownership

Funds ownership: 97.36%97.5% (+0.14%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 398392 (-6)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
392
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
49
Increased
152
Reduced
135
Closed
51
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
351
International Assets Investment Management
Florida
$5.22K +$5.5K +84 New
JWA
352
JFS Wealth Advisors
Pennsylvania
$5.16K +$982 +15 +22%
HCP
353
Hexagon Capital Partners
Arkansas
$5.03K
HT
354
Headlands Technologies
Illinois
$5.03K +$5.3K +81 New
WT
355
Whittier Trust
California
$5.03K
UCB
356
United Community Bank
South Carolina
$4.97K
GWS
357
Glassman Wealth Services
Virginia
$4.72K -$720 -11 -13%
HNB
358
Huntington National Bank
Ohio
$4.72K +$4.97K +76 New
QL
359
Quarry LP
New York
$4.66K -$15.8K -242 -76%
AP
360
Arlington Partners
Alabama
$4.66K +$4.91K +75 New
BAM
361
Belpointe Asset Management
Nevada
$4.41K +$982 +15 +27%
SFG
362
Steward Financial Group
Texas
$4K +$3.6K +55 +344%
AWM
363
Atticus Wealth Management
Florida
$3.79K
First Manhattan
364
First Manhattan
New York
$3.42K +$3.6K +55 New
BC
365
Barrett & Company
Rhode Island
$3.11K
BC
366
Bartlett & Co
Ohio
$3K -$2.94K -45 -50%
BWA
367
BDO Wealth Advisors
Florida
$2.99K
FFA
368
Farther Finance Advisors
California
$2.92K +$2.55K +39 +488%
BCWM
369
Bartlett & Co Wealth Management
Ohio
$2.8K -$2.94K -45 -50%
SC
370
Schubert & Co
Texas
$2.3K +$65 +1 +3%
CFGS
371
Concourse Financial Group Securities
Alabama
$2.11K -$11.6K -178 -84%
CAL
372
Capital Advisors Ltd
Ohio
$2K
GFWA
373
Grey Fox Wealth Advisors
Delaware
$1.99K +$2.09K +32 New
RTL
374
Red Tortoise LLC
Georgia
$1.99K
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$1.49K -$7.72K -118 -83%

TRU Hedge Fund Activity: Q1 2023 in Review

392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2023, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TRU and 49 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 152 added.

The largest buyer was Janus Henderson Group, adding an estimated $135M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 392 institutional investors held TransUnion (TRU) as of Q1 2023, down from 398 in Q4 2022.
  • Funds reported $11.7B of TransUnion stock for Q1 2023, up 10% quarter-over-quarter.
  • 49 funds opened new TransUnion positions in Q1 2023 and 51 closed out, a net change of -2 holders.
  • The largest TransUnion buyer in Q1 2023 was Janus Henderson Group, an estimated $135M added.
  • The largest TransUnion seller in Q1 2023 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.